+535.3%
VRT vs ARKK
+87.8%
+447.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.8% | -3.8% | -4.2% |
| 7D | -7.7% | -4.7% | -3.0% | -4.1% |
| 30D | -12.0% | +3.1% | -15.0% | -14.2% |
| 3M | -11.7% | +13.8% | -25.4% | -20.4% |
| 6M | -8.1% | +14.0% | -22.0% | -18.1% |
| YTD | +53.2% | +8.0% | +45.2% | +42.0% |
| 1Y | +81.7% | +9.9% | +71.7% | +65.8% |
| All | +535.3% | +87.8% | +447.4% | +331.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ARKK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling